Lead Relationship Manager - Wealth & Investment

Lead Relationship Manager - Wealth & Investment Full-time

Cermati is a financial technology (fintech) startup based in Indonesia. Cermati simplifies the process of finding and applying for financial products by bringing everything online so people can shop around for financial products online and can apply online without having to physically visit a bank.

Our team hailed from Silicon Valley tech companies such as Google, Microsoft, LinkedIn, Sofi as well as Indonesian startups such as Doku, Touchten. We have graduates from well-known universities such as Universitas Indonesia, ITB, Stanford, University of Washington, Cornell and many others. We are building a company with the same culture of openness, transparency, drive and meritocracy as Silicon Valley companies. Join us in our cause to build a world class fintech company in Indonesia.

Responsibilities

Acquisition of new client relationships and development of existing client relationships

Selling a range of investment products to existing and potential clients

Achieving high levels of service standards and maximizing client satisfaction

Demonstrating awareness of budgets and accounts and profitability

Managing teams that will help in acquiring and development of client relationships both new and existing

Providing value adding recommendation for the clients

Qualifications

Has worked in a client-facing role within client relationship environment for at least 7 years

Has the relevant accreditation

Is conversant with the full range of mutual fund products, including bonds

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